Update a Single Task

Individuals assigned responsibility for completing tasks update the Task Execution Information. This includes task status, marking the task complete and adding any steps or comments relevant to completing the task. Only an Admin can re-open a task that has been marked complete by clearing the Completed check box. When the Execution Information section is updated, the process owner and initiator may be notified by email that there has been a change. If notified, the email contains a link directly to the task. While working in the Project Workbench offline, all emails are cached until you synchronize with the server.

Via the Action Item List

1. Access the Action items list.

   Via Action Items List

   1. Click the Favorites and Action Items tab in the left navigation pane.
   2. Expand Action Items.

      

   3. Expand the Action Item category to view the associated Action Item sub-category.
   4. Click the Action Item sub-category to see a list of associated tasks for that sub-category.

      Note: Mouse over each Action Item sub-category for additional details (e.g. how many are over due, approaching due, and not due).

   Via Mass Update Tasks List

   The Mass Update Task list allows you to view and update tasks for other users as well as your own.

   Note: Only users with the proper permissions can access the Mass Update task list. For more information, see Mass Update Tasks.

   1. Click the Favorites and Action Items tab in the left navigation pane.
   2. Click Mass Update Tasks.

      

   3. Expand the Object Type to view the task type associated with that object.
   4. Click the task type to see the list of associated tasks.
2. (Optional) Click Edit Search to narrow the list and focus the results. For example you may only wish to view tasks that are due.
3. Click Edit next to the task you wish to update.
4. Update the task information (e.g. task status, update comments etc.)
5. Most tasks can be removed from the Action Items list by selecting the Task Completed check box. However, some objects require a status change to remove the task form the action items list, as shown in the table below.
6. Click Save.

   Object/Category	Function	Resolution
   Action Plans
   	Resolution	Change Action Plan Status to "Completed"
   Assessments
   	Review	Change Assessment Group Review Status to "Completed"
   	Signoff	Change Assessment Signoff Review Status to "Completed"
   Assessment Tests
   	Resolution	Change Assessment Test Status to "Completed"
   	Review	Change Assessment Test Review Status to "Completed"
   Findings
   	Resolve	Change Management Response Status to "Completed"

Via the Object Task List form

1. Access the task list on the appropriate form.

   A list of all tasks assigned to an object (e.g. process, control, work paper etc.) is located in the task list.

   1. Open the appropriate form (RCM, process, risk, audit etc).
   2. Click the Tasks tab.
   3. View the task list located at the bottom of the form.

      

   4. (Optional): Sort the list based on any column heading containing a blue hyperlink.
   5. Click the task name you wish to view under the Task column..

2. Click Edit in the Execution Information section.
3. Update the task information.
4. Click Save.